RM Aged Trial Balance for Customers with a Balance that is 91+ days Past Due

TechKnowledge Content

SUMMARY

Is there a way to print the Receivables Aged Trial Balance for only customers with a balance that is 91 or more days past due?

MORE INFORMATION

NOTE: This will print only customers that have a balance in the 91+ bucket, but if those same customer also have something is the 30-60, 60-90 etc. that information will print as well.

1. In the Report Restrictions window choose New. Name the restriction 91 and over.

In the functions section, click on the drop-down list for functions and choose EXISTS. Then choose the Add Function button.

In the fields section, click on the drop-down list for Report Table and choose the RM Document Temporary File. Click on the drop-down list for Table Fields and choose Aging Bucket. Choose the Add Field button.

In the Operators section, choose the > button.

In the constants section, click on the drop-down list for Type and choose Integer. Change the Constant to 3. Choose the Add Constant button.

The Restriction Expression should read:

EXISTS(RM_Document_TEMP.Aging Bucket >3)

Choose the OK button.

2. In the Report Restrictions window choose New again. Name the restriction Aging Bucket.

In the Fields section, click on the drop-down list for Report Table and choose the Receivables Apply Document Temp File. Click on the drop-down list for Table Fields and choose Apply To Amount. Choose the Add Field button.

In the Operators section, choose the = button.

In the fields section, click on the drop-down list for Report Table and choose the Receivables Apply Document Temp File. Click on the drop-down list for Table Fields and choose Apply To Amount. Choose the Add Field button.

The Restriction Expression should read:

RM_Applied_TEMP. Apply To Amount=RM_Applied_TEMP. Apply To Amount

Choose the OK button. Close the Report Restrictions window.

3. Click OK in the Report Definition window.

From the top menu bar, choose File - Great Plains Dynamics.
Give users access to the modified report in the Security Setup window (Setup - System - Security) within Dynamics.

NOTE: The constants may vary from system to system. The constant of 3 is based on how your aging buckets are set up under the Receivables Management Setup window within Dynamics (Setup-Sales-Receivables).

This article was TechKnowledge Document ID: 18146

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